Executive-Level Reports
Executive-level reports provide high-level insights into portfolio and program status, designed for leadership and stakeholders who need strategic visibility without detailed operational data.
Available Reports
Digital.ai Agility offers two primary executive-level reports:
Portfolio Item Bubble Chart Report
Visual analysis tool that compares portfolio items across multiple dimensions simultaneously. The bubble chart displays items by cost, value, risk, and priority, helping executives identify which initiatives deliver the most business value.
Use this report when you need to:
- Compare portfolio items visually across cost, value, and risk dimensions
- Identify high-value, low-risk opportunities
- Prioritize strategic initiatives based on multiple factors
- Present portfolio optimization recommendations to stakeholders
Key features:
- Customizable X and Y axes (cost, value, risk, priority)
- Bubble size represents effort (SWAG)
- Color-coded by priority
- Filter by portfolio item type and strategic theme
Learn more about Portfolio Item Bubble Chart Report
Project or Program Summary Report
Comprehensive overview combining distribution tables and Gantt timeline views. This report shows progress against estimates and visualizes project timelines, making it ideal for program reviews and status updates.
Use this report when you need to:
- Present overall project or program health to executives
- Compare planned timeline against actual progress
- Review completion percentages across multiple projects
- Identify projects at risk based on time remaining versus work completed
Key features:
- Distribution table showing work item rollup and progress
- Gantt chart timeline with percentage completion indicators
- Current day marker for quick reference
- Hierarchical view from program down to individual projects
Learn more about Project or Program Summary Report
Choosing the Right Report
| Report Type | Best For | View Type | Primary Audience |
|---|---|---|---|
| Portfolio Item Bubble Chart | Comparing and prioritizing initiatives | Visual comparison | Executives, Portfolio Managers |
| Project or Program Summary | Tracking progress and timelines | Timeline and distribution | Executives, Program Managers, PMO |
Best Practices for Executive Reporting
- Filter appropriately: Use portfolio item and strategic theme filters to focus on relevant data for your audience.
- Update regularly: Schedule regular report reviews (monthly or quarterly) to track trends and changes.
- Combine reports: Use both reports together for comprehensive executive briefings—bubble chart for prioritization discussions, summary report for status updates.
- Export for distribution: Use PDF export for board presentations and stakeholder communications.
- Consider context: Ensure executives understand the data sources and calculation methods to avoid misinterpretation.
Prerequisites
- Edition: Portfolio Item Bubble Chart is available in Ultimate edition only. Project or Program Summary is available in Enterprise and Ultimate editions.
- Permissions: View access to portfolio items and projects.
- Configuration: Effort tracking must be enabled for Project or Program Summary Report.
Related Topics
- Reporting Basics: Understanding report filters and navigation
- Export and Print Reports: Save reports for distribution
- Using the Portfolio Tree: Navigate portfolio hierarchy
- Using Project Timeline: Detailed timeline views